The BART Investment Plans Committee meets once a month (see calendar below) to discuss investments, policy, and ongoing administrative issues relating to the Plans.
Meetings begin at 9 a.m. and continue until the agenda is completed. Select the appropriate links below to view agendas and minutes from previous meetings.
Meetings
| 2025 Meeting Dates |
Fund Manager |
Agenda |
Minutes |
| January 22, 2025 |
Strategic Planning |
View Agenda |
View Minutes |
| February 26, 2025 |
Galliard Capital Management |
View Agenda |
View Minutes |
| March 26, 2025 |
SSgA |
View Agenda |
View Minutes |
| April 23, 2025 |
Harding Loevner |
View Agenda |
View Minutes |
| May 28, 2025 |
Schroders |
View Agenda |
|
| June 25, 2025 |
DoubleLine |
|
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| July 23, 2025 |
William Blair |
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| August 27, 2025 |
JP Morgan Chase |
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| September 24, 2025 |
Westwood |
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| October 22, 2025 |
Dodge & Cox |
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| November 19, 2025 |
T. Rowe Price |
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| December 17, 2025 |
Open |
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